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Creating a "lump" payment option
Creating an option that allows both the client and the MSP to combine payments for multiple invoices into one lump payment to avoid “fraud” which some credit cards flag if many payments are made at once. Once a lump payment is made, the client gets an email showing how that payment was applied.
Create tag-based filters and sorting on "All Customers" page
Similar to how you can set up filters in Connectwise for your client list so you can see certain specifics, please create filters to repopulate lists of clients in AP (especially based on whether or not a client has a tag) and give the option to sort based on tags. For example let’s say I have the following tags: monthly clients, delinquent clients, and no payment method. I would like the ability to sort it based off tags, so all clients who are monthly clients are grouped together. Then, on top of that I would like the ability to filter, so for example if I want a list of all clients who are both monthly and have no payment method, I can choose those two filters and a list will populate and I can export that list into an excel sheet.
Email Notifications for Overdue Payments
It would be great if there could be a feature added that allows us to receive emails when a customer’s payment is overdue.
Toggle debit as payment method
Since debit card fees can no longer be passed to the customer, you should be able to disable it as an allowed payment method, just like ACH and credit on the Customizations > Payment methods page. Ideally it would allow customer overrides, similar to the ask in “Limit payment method per-customer basis”.
Populate Client Portal Memo with Halo Reference ID or Subject
In the client payment portal, the Memo/Description field must automatically populate with the Halo reference ID or invoice subject line. Right now, when a client logs into the AP portal, they just see a list of invoice numbers with amounts — no context. If they want to find a specific job or project, they have to open or download each invoice one by one, which causes confusion and unnecessary support calls. Adding the Halo Reference ID or Subject (e.g., “Project – Network Upgrade” or “Ticket #4321 – Firewall Replacement”) into the memo/description field will make it immediately clear which invoice corresponds to which job. This is essential for usability and should sync automatically from Halo when the invoice is pushed to AP.
Invoice Sent/Open/View Status with Date & Time Tracking
We need read/seen status for all outbound invoices. Each invoice should clearly show: Sent (sealed envelope) — the email was successfully sent. Email Opened (open envelope) — the recipient opened the invoice email. Invoice Viewed (eye) — the invoice page itself was opened. Each status must include date + time and appear both on the invoice list and the invoice detail/timeline.
Late Fees Feature
We have late fee policies…. Using QBO to add late fees to invoice that meet the criteria. Our biggest problem is with AP-QBO Sync invoices only get sent on creation. Would it be possible to create a late fee feature which can be managed in AP vs QBO. AP would have to Add the line item to the invoice via some API method…. Also facilitate subsequent email notifications when late fees are added to there invoices. OFF-TOPIC: We need SMS notification support in AP QBO Late Fee screenshot enclosed
Impersonate an individual
Currently you can impersonate a Customer/Company. If a particular user is tied to multiple customers there is no way to see what they see fully. If you could impersonate a particular user, then you would be able to see what they see regarding multiple companies and such. Also, along with the audit logs from my other request. If someone impersonates the customer that needs to be logged as well. Also if they change something as that user it needs to log that they were being impersonated and which user was doing so. That way you know exactly who was making changes.
Audit Logs
Have audit logs under a customer. That way as an admin you can see who changed something, what, when, etc. If a customer updated a payment method, be able to see which user updated it. Occasionally customers will have multiple people logging into their account and they do not know who made the change.
Control when Invoice Emails are being sent
Currently the system only seems to send emails in batches hourly during a certain timeframe. It does not seem to send outside of office hours or on weekends. I prefer that to be configurable. Such if I create an invoice on the weekend I want it to send immediately after creation. If I had something go on and it took longer to create invoices than normal. I don’t want those invoices having to sit for day because I missed the email window. I should be able to configure it go 24/7. Or be able to see the queue and force all out immediately. Hourly is fine for most cases. But there are situations that I want all to be emailed immediately on creation in alternative payment. The sooner the emails go out the quicker we get paid.
Control when Auto-Pay runs
Currently auto-pay rules run at 2AM Central. If you run invoices on a particular day, the auto-pay does not kick into the following day. Which slows down the ability to receive the payment. Should be able to trigger auto-pay to run. Or to control the schedule. Preferable to be able to do both.
Have an alert when an invoice is schedule to send but there is no contact
Currently, if you have a PSA send an invoice but the AP company does not have an email address on file to send the invoice, nothing happens. It would be helpful for there to be some kind of alert (SMTP) when an invoice is schedule to send but there is no email on file.
Payment Details on Receipt
Attach payment receipt to email and give more information about the payment method
Auto-pay on a specific day
Enable customers to set up auto-pay on a fixed calendar day each month
Bulk Invoice Reminder
Allow partners to manually send reminders for multiple unpaid invoices at once using existing templates
Enable / Disable Notifications Campaigns
The ability to toggle on-off notifications campaigns